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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
76
Sanders Capital
Sanders Capital
Florida
$9.46B +$3.59B 3 9.48% Increased
77
Citadel Advisors
Citadel Advisors
Florida
$9.34B +$452M 151 1.07% Increased
78
Neuberger Berman Group
Neuberger Berman Group
New York
$9.14B -$858M 87 6.08% Reduced
79
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$9.07B +$1.16B 43 11.37% Increased
80
Russell Investments Group
Russell Investments Group
United Kingdom
$8.87B +$497M 150 7.78% Increased
81
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.84B +$3.71B 143 0.69% Increased
82
ClearBridge Investments
ClearBridge Investments
New York
$8.79B -$2.24B 32 7.28% Reduced
83
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.45B -$161M 67 10.53% Reduced
84
VOYA Investment Management
VOYA Investment Management
Georgia
$7.97B -$1.07B 111 6.89% Reduced
85
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$7.84B -$776M 24 7.12% Reduced
86
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$7.65B +$241M 60 9.4% Increased
87
D.E. Shaw & Co
D.E. Shaw & Co
New York
$7.57B -$3.26B 111 3.6% Reduced
88
Jane Street
Jane Street
New York
$7.46B +$2.49B 118 0.62% Increased
89
Primecap Management
Primecap Management
California
$7.26B +$182M 22 4.29% Increased
90
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$7.23B -$425M 140 9.12% Reduced
91
Harris Associates
Harris Associates
Illinois
$7.21B +$741M 11 9.56% Increased
92
TD Asset Management
TD Asset Management
Ontario, Canada
$7.2B -$1.4B 54 6.24% Reduced
93
Stifel Financial
Stifel Financial
Missouri
$7.19B -$73.3M 87 5.98% Reduced
94
Millennium Management
Millennium Management
New York
$7.14B +$265M 127 2.58% Increased
95
Aberdeen Group
Aberdeen Group
United Kingdom
$7.07B +$119M 44 9.93% Increased
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.86B -$64.6M 141 3.4% Reduced
97
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$6.82B -$432M 65 8.29% Reduced
98
Allianz Asset Management
Allianz Asset Management
Germany
$6.75B +$816M 61 5.48% Increased
99
Two Sigma Investments
Two Sigma Investments
New York
$6.67B -$479M 132 4.83% Reduced
100
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.42B +$57.6M 92 9.81% Increased